Defined Benefit (Pension) · DOL Form 5500 · 2022

Bacardi Bottling Corporation Pension Plan

Data updated 2026-08-11

$30M
Total assets
69
Participants
83rd
Percentile by assets
$431,051
Avg per participant
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Official DOL plan name: Retirement Plan for Employees of Bacardi Bottling Corporation · Sponsored by Bacardi Bottling Corporation · Florida · Manufacturing

$30M in assets, 69 participants

Bacardi Bottling Corporation's Retirement Plan for Employees of Bacardi Bottling Corporation reported $30M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 83rd percentile by assets (of 139,126 plans)
  • #15,559 in Manufacturing (20,602 peers)

Where Retirement Plan for Employees of Bacardi Bottling Corporation sits by assets

Retirement Plan for Employees of Bacardi Bottling Corporation sits in the top quartile of all filed plans by assets, $30M for 69 participants (~$431,051/participant), down 30.4% in 2022.

$30M
total plan assets (2022 EOY)
69
covered participants
83rd
percentile by assets (of 139,126 plans)
$431,051
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Retirement Plan for Employees of Bacardi Bottling Corporation sits by total assets

Retirement Plan for Employees of Bacardi Bottling Corporation vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,742,531 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Florida
Industry
Manufacturing

Retirement Plan for Employees of Bacardi Bottling Corporation vs the 2022 asset distribution

By assets, Retirement Plan for Employees of Bacardi Bottling Corporation outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$30M
Net Income-$13M
Employer EIN591295645
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bacardi Bottling Corporation)

$27M$28M$29M$30M$31M 202220232024 $29.7M $27.8M ▼ -6.5%
Total plan assets by year, all Bacardi Bottling Corporation plans on file
Year Plans Participants Total Assets
2022 1 69 $30M
2023 1 61 $30M
2024 1 58 $28M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Retirement Plan for …, Total assets ($B): 0.029742531 · Participants: 69Retirement Plan for …L3harris Aviation Pr…, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Pr…Nextera Energy, Inc.…, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc.…Csx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit A…, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit A…Pricewaterhousecoope…, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoope…
Retirement Plan for Employees of Bacardi Bottling Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Employees of Bacardi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Bacardi Bottling Corporation by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Employees of Bacardi Bottling Corporation assets move in 2022? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation contracted severely - down 30.4% during 2022, from $43M to $30M. Reported net income was -$13M.
How have Bacardi Bottling Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacardi Bottling Corporation's sponsor-wide assets declined 6.5%, from $30M to $28M.
Where does Retirement Plan for Employees of Bacardi Bottling Corporation rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Bacardi Bottling Corporation ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Bacardi Bottling Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abound Federal Credit Union Defined Benefit Plan and Trust in KY ($30M, 303 participants).

Next read for Retirement Plan for Employees of Bacardi…

Scale reading

Ways to act on Retirement Plan for Employees of Bacardi Bottling Corporation's numbers.

  • By total assets, Retirement Plan for Employees of Bacardi Bottling Corporation ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
  • Bacardi Bottling Corporation's sponsor-wide assets have declined 6.5% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591295645.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.